BWM
BerganKDV Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.12M | Hold |
4,361
| – | – | 0.11% | 126 |
|
|
2023
Q1 | $1.08M | Buy |
4,361
+225
| +5% | +$55.6K | 0.11% | 126 |
|
|
2022
Q4 | $1.11M | Sell |
4,136
-279
| -6% | -$74.7K | 0.12% | 119 |
|
|
2022
Q3 | $1.13M | Sell |
4,415
-468
| -10% | -$120K | 0.14% | 115 |
|
|
2022
Q2 | $1.25M | Hold |
4,883
| – | – | 0.14% | 116 |
|
|
2022
Q1 | $1.38M | Sell |
4,883
-66
| -1% | -$18.7K | 0.15% | 111 |
|
|
2021
Q4 | $1.44M | Sell |
4,949
-45
| -0.9% | -$13.1K | 0.15% | 111 |
|
|
2021
Q3 | $1.28M | Sell |
4,994
-101
| -2% | -$25.8K | 0.14% | 112 |
|
|
2021
Q2 | $1.36M | Sell |
5,095
-80
| -2% | -$21.3K | 0.16% | 106 |
|
|
2021
Q1 | $1.3M | Sell |
5,175
-66
| -1% | -$16.6K | 0.17% | 104 |
|
|
2020
Q4 | $1.23M | Sell |
5,241
-24
| -0.5% | -$5.63K | 0.17% | 100 |
|
|
2020
Q3 | $1.06M | Sell |
5,265
-129
| -2% | -$26K | 0.17% | 96 |
|
|
2020
Q2 | $1.04M | Hold |
5,394
| – | – | 0.18% | 98 |
|
|
2020
Q1 | $899K | Sell |
5,394
-14
| -0.3% | -$2.33K | 0.18% | 94 |
|
|
2019
Q4 | $1.09M | Sell |
5,408
-233
| -4% | -$46.8K | 0.19% | 101 |
|
|
2019
Q3 | $912K | Sell |
5,641
-272
| -5% | -$44K | 0.18% | 98 |
|
|
2019
Q2 | $1.01M | Sell |
5,913
-2,428
| -29% | -$416K | 0.2% | 93 |
|
|
2019
Q1 | $1.4M | Buy |
8,341
+125
| +2% | +$21K | 0.29% | 68 |
|
|
2018
Q4 | $1.36M | Sell |
8,216
-456
| -5% | -$75.3K | 0.32% | 65 |
|
|
2018
Q3 | $1.73M | Buy |
8,672
+129
| +2% | +$25.8K | 0.37% | 53 |
|
|
2018
Q2 | $1.5M | Buy |
8,543
+117
| +1% | +$20.5K | 0.34% | 57 |
|
|
2018
Q1 | $1.33M | Sell |
8,426
-669
| -7% | -$106K | 0.36% | 60 |
|
|
2017
Q4 | $1.43M | Sell |
9,095
-294
| -3% | -$46.1K | 0.34% | 56 |
|
|
2017
Q3 | $1.39M | Sell |
9,389
-22
| -0.2% | -$3.25K | 0.35% | 55 |
|
|
2017
Q2 | $1.4M | Sell |
9,411
-485
| -5% | -$72K | 0.4% | 47 |
|
|
2017
Q1 | $1.33M | Sell |
9,896
-135
| -1% | -$18.1K | 0.39% | 49 |
|
|
2016
Q4 | $1.26M | Sell |
10,031
-1,659
| -14% | -$208K | 0.42% | 47 |
|
|
2016
Q3 | $1.45M | Sell |
11,690
-3,570
| -23% | -$443K | 0.5% | 38 |
|
|
2016
Q2 | $1.94M | Sell |
15,260
-9,869
| -39% | -$1.26M | 0.83% | 22 |
|
|
2016
Q1 | $3.07M | Buy |
+25,129
| New | +$3.07M | 1.84% | 13 |
|